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You Need a Budget icon

You Need a Budget ACTION

Create Transaction

Creates a single transaction. See the docs
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's You Need a Budget account once, then configure and run Create Transaction from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "you_need_a_budget-create-transaction",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    you_need_a_budget: { authProvisionId: "apn_xxxxxxx" },
    budgetId: "Budget ID",
    accountId: "Account ID",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Transaction inputs
Property Type Description
budgetId Budget ID string
Budget ID
Required Dynamic
accountId Account ID string
Account
Required Dynamic
categoryId Category ID string
The category for a budget
Required Dynamic
date Date string
The transaction date in ISO format YYYY-MM-DD (e.g. 2016-12-01).
Required
payee Payee string
Select an ID or type in a new name and a payee will be created
Required Dynamic
amount Amount string
E.g. -290.99
Required
memo Memo string
A short description
Optional
cleared Cleared boolean
Marking a transaction as cleared means it has posted to your bank account
Optional
approved Approved boolean
Approve it directly?
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
you_need_a_budget-create-transaction
Version
0.0.4
App
You Need a Budget
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes